Investedge LLC is a large advisory firm based in Baton Rouge. It manages $52 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Louisiana.
Investedge provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investedge LLC is $52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Investedge LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Investedge LLC performs its advisory services is located at 747 Daventry Drive, Baton Rouge, LA 70808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 225-766-9720 or by fax 225-766-3765. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.investedgellc.com.